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Technology Stocks : Newbridge Networks -- Ignore unavailable to you. Want to Upgrade?

To: Peppe who wrote (16914)	2/8/2000 12:07:00 PM
From: Tunica Albuginea	Respond to of 18016

Peppe:Re" Currently, no other vendor is shipping multiservice WAN switches with MPLS to service providers. ". Why? Unreliable? LOL cheers, I'll be away few days, and posting intermittently. You'll have to do battle with ZO. :-) cheers TA Message #16914 from Peppe at Feb 8 2000 11:56AM Why CSCO will not buy NN: biz.yahoo.com Watch for more optical moves by CSCO/NT. CSCO needs metro DWDM and NT needs OXC technology. Both have adequate ATM technology. I still say ALA, $45, before NN announces earnings. Cheers, peppe

To: Peppe who wrote (16914)	2/8/2000 12:08:00 PM
From: zbyslaw owczarczyk	Respond to of 18016

Peppe, NT ATM passport was never desinged for anything more then technology showcase and they have been late.It is access gear not core or edge and can not scale. If overloaded you have serious problems. And this have anything to do with buyout. You have been guessing to much about possible candidate. By the end of 1999 it was NT, now ALA. Better wait and see. On the other hand, everybody here is only guessing. Zbyslaw

To: Peppe who wrote (16914)	2/8/2000 12:16:00 PM
From: Michael M	Respond to of 18016

ALA makes sense. If NN has any good news pending, $45 does not. Also, I wonder if TM and the French are suitable partners. Just a WAG, but I can't see Terry in that bed for very long. M

To: Peppe who wrote (16914)	2/8/2000 12:18:00 PM
From: zbyslaw owczarczyk	Read Replies (1) \| Respond to of 18016

Peppe, download file from here : prodweb.newbridge.com:80/doctypes/leadstory/n670/index.jhtml and compare 670SRP(50 and soon multishelfs 450 gig)which has IP/MPLS and ATM protocols separated!!! NN has already shipped 50 gig to four customers including SBC and BT, the big one not just money loosing, financed ISP. So CSCO press about "the only vendor" is just hype. But, hey you have to do it. Zbyslaw